Skip to content

POLICY_RENEWAL_QUOTING

This event is fired when the system or a process initiates a renewal quote for an existing policy.
It represents the first step in the renewal lifecycle, where the policy’s terms and premium are recalculated before offering renewal to the insured.

When and what fires this event?

If this event is defined on a product, and it has actions that are enabled:

  • System: fires this event automatically when a policy is approaching its expiration date;
  • API: can be fired manually for testing or integration purposes;

Request payload

POST: https://api.{ENV}.dais.com/ioi/v3/event/fire

curl --location --request POST 'https://api.{ENV}.dais.com/ioi/v3/event/fire' \
--header 'Authorization: Basic <yourAuthHere>' \
--header 'Content-Type: application/json' \
--data-raw '{
  "type": "POLICY_RENEWAL_QUOTING",
  "payload": {
    "policyId": "<UUID of the current policy>",
    "clientId": "<UUID of the policy owner>",
    "documents": []
  }
}'
{
  "type": "POLICY_RENEWAL_QUOTING",
  "payload": {
    "policyId": "b3a6712f-5f48-4d6d-bd83-2dc971f76c25",
    "clientId": "2d34a982-b8b3-48b1-a62c-92c8a9d8e4e1",
    "documents": []
  }
}

Request fields

PropertyRequiredDescription
typetrueMust be set to POLICY_RENEWAL_QUOTING.
payloadtrueSee Payload fields below.

Payload fields

PropertyRequiredDescription
policyIdtrueUUID of the policy being renewed.
clientIdfalseUUID of the client associated with the policy.
documentsfalseList of documents related to the event.

Response json

The system returns a confirmation of the renewal quote creation, including metadata about the generated renewal quotes.

{
  "success": true,
  "message": "Event fired successfully",
  "data": {
    "triggerRequestId": "6e10c1e5-7a42-49a7-9db6-4e0f14a41e7f",
    "executedActionCount": 1,
    "expectedResponseCount": 1
  },
  "timestamp": "2025-01-17T12:00:00.000Z"
}

Response fields

This response represents the standard event-firing wrapper returned by the service.

PropertyRequiredDescription
successtrueIndicates whether the event firing request completed successfully.
messagetrueMessage describing the result of the operation.
datatrueContains metadata about the trigger execution (see below).
timestamptrueTimestamp indicating when the response was generated.

Data fields

The data object contains detailed information about the executed trigger.

PropertyRequiredDescription
triggerRequestIdtrueUUID that uniquely identifies the trigger execution instance.
executedActionCounttrueNumber of workflow actions executed during this trigger run.
expectedResponseCounttrueNumber of responses expected from the executed actions.